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Jan 22, 2013
01/13
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>> we at bmo upgraded texas instruments recently to an outperform rating. here's the problem with technology, bill, probably the most hated sector when you talk toins tuesdays, the largest sector on the market and most managers are extrapolating the perceived issues with apple on the entire sector. we think that's from a contrarian basis to be very positive and from a fundamental perspective stocks
>> we at bmo upgraded texas instruments recently to an outperform rating. here's the problem with technology, bill, probably the most hated sector when you talk toins tuesdays, the largest sector on the market and most managers are extrapolating the perceived issues with apple on the entire sector. we think that's from a contrarian basis to be very positive and from a fundamental perspective stocks
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Jan 18, 2013
01/13
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taiwan semi, micron, texas instruments, not doing much. that's what i mean. individual stocks doing well but not whole sectors. good day for ipos, norwegian cruise lines, priced at $19 and 23 million shares. opens at 25. there it is, holding up, straight line all throughout the day. finally, the third of three master limited partnerships, suncoke energy, priced at $19, a little bit below, but you can see, guys, a fairly good week, fairly active week for ipos. >> thanks, bob. final stretch of the week. a pretty good week. 50 minutes before the closing bell sounds. dow jones industrial average still climbing, up 12 points on the session. >> the economy -- the stocks have been rallying as the economy improves, that's what's happening here, so the question inevitably becomes when does fed chairman bernanke finally have to be convinced that it's time to put the brakes on the economic stimulus? both sides that have issue coming up. >> a big debate on that one. then a document dump finally allowing investors an inside look at the fed's first response to the financia
taiwan semi, micron, texas instruments, not doing much. that's what i mean. individual stocks doing well but not whole sectors. good day for ipos, norwegian cruise lines, priced at $19 and 23 million shares. opens at 25. there it is, holding up, straight line all throughout the day. finally, the third of three master limited partnerships, suncoke energy, priced at $19, a little bit below, but you can see, guys, a fairly good week, fairly active week for ipos. >> thanks, bob. final stretch...
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Jan 8, 2013
01/13
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nvidia and texas instruments still not making a lot of headway against you guys. but, of course, you don't want to get complacent. how do you assess the competition? is this the year when you expect to see more pressure from those competitors, from the pc space and then the multiple space? >> started talking about the new high-end chips. those are really strong. we've got great traction on them. haven't come out yet. 50 designs on those chip sets so i feel good about our positioning. the snap dragon 600 is ahead of where our competitors' newest chips are and the snap dragon 800 blows them away so i feel good about that. like you say, you don't want to be complacent. we continue to invest very heavily in research and development. make sure that we can invest not just on the radio side but the processor side, the graphics side and connectivity side, all sorts of areas where we can make a distance between ourselves and the competition. >> all right. we'll leave it there. paul, nice to have you on the program. thanks so much. >> thank you. >> in the final stretch here
nvidia and texas instruments still not making a lot of headway against you guys. but, of course, you don't want to get complacent. how do you assess the competition? is this the year when you expect to see more pressure from those competitors, from the pc space and then the multiple space? >> started talking about the new high-end chips. those are really strong. we've got great traction on them. haven't come out yet. 50 designs on those chip sets so i feel good about our positioning. the...
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Jan 16, 2013
01/13
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plans, capital investment plans and really everything from auto dealers in cleveland to farmers down in texas have cited the fiscal cliff as a major concern. that's something that's influencing their decision making right now. >> you would expect that given the fact that everybody is in lockdown mode as we wait to figure out what our tax rates are going to be, where the spending cuts are going to be, that it is going to impact the economy. my question is how much of an m impact going to see earnings? are they going to get hit? >> that's the key to the whole thing. as we said, the beige book numbers, when they came out there were cents. see earnings coming out, we will see comments and none are going to be positive. none will be excited about the future, and stock prices and multiples expand when people feel possible about the future. going to impact them? numbers might come in spot on. the whisper numbers, everyone is looking for, meaning hoping the numbers are a little bit bitter. i think as numbers come in, we'll start to see very little movement going north, unfortunately. >> the followup
plans, capital investment plans and really everything from auto dealers in cleveland to farmers down in texas have cited the fiscal cliff as a major concern. that's something that's influencing their decision making right now. >> you would expect that given the fact that everybody is in lockdown mode as we wait to figure out what our tax rates are going to be, where the spending cuts are going to be, that it is going to impact the economy. my question is how much of an m impact going to...
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Jan 22, 2013
01/13
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texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside. consensus earnings for 34 cents a share in the first quarter and also in terms of the revenue, a little bit light as well. 2.69 billion to 2.91 billion. analysts looking for somewhere in the range of 2.76 billion to 3.2 billion or so. you can see shares there. a little bit of disappointment. this will be the fourth straight quarter, michelle, that their outlook has disappointed. back to you. >> yeah, and you can see the movement in the stock us a pointed out, bertha. thanks so much. frustrated about higher taxes? so is golf pro phil michelson who suggested, quote, drastic changes ahead for him because of tax pain. we're goi
texas instruments is out with her innings. bertha coombs with the numbers. >> we've got texas instruments reporting earnings of 36 cents a share. that's excluding restructuring charges, and that compares to a 34-cent on that apples-to-apples expects. its revenues topped expectations as well at $2.9 billion. much more than the expectation of 2.9 and higher than what the company has done. it's on its outside. consensus earnings for 34 cents a share in the first quarter and also in terms of...
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Jan 24, 2013
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. >> nine states today don't tax a personal income, states like texas on the map, that have had gains and the largest one to talk about is with florida, $86 billion that's moved over the last 15 years there, not just wealth but people as well, and on the flip side states that have had and recently increased their penal income tax rates like california have already been seeing a massive exodus of money and people. >> well, you know what? robert frank, just the other day, right, we were speaking about california with regards to phil michelson and the poe lengths he might see big dramatic changes in his wife. we don't expect a massive flight. >> i like this chart. like my new angry birds could. play with this at my desk for hours. amazing what they put together here. phil figure elson. those rates from california are 13.3% and look at these numbers. these outflows, 31 billion going out of california. this was up through 2010 so these tax increases that they just, we don't know what those with going to do. the previous research does show that there's conclusive evidence between the tax ra
. >> nine states today don't tax a personal income, states like texas on the map, that have had gains and the largest one to talk about is with florida, $86 billion that's moved over the last 15 years there, not just wealth but people as well, and on the flip side states that have had and recently increased their penal income tax rates like california have already been seeing a massive exodus of money and people. >> well, you know what? robert frank, just the other day, right, we...
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Jan 15, 2013
01/13
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a fox business exclusive from dallas, texas, and, don, nice to see you. happy new year. i wanted people to know why to listen to you. you're hodges small cap fund, one year performance up 21%, over three years, up 19%, five years, up 11%. i like the returns. how do you do it? what's the picture here on your tricks? >> oh, i think our secret is just concentrating on companies. there's all sorts of information in the marketplace about what the market's going to do or what's going on in europe or what's happening in washington, but we don't give a whole lot of credence to those things, although there's always a backdrop to what's going on, but we spend time researching companies, and it's an endeavor that we pursue every day where we're talking to small and mid cap companies constantly. we have five research analysts who, i think, are very good, and over the period of the last 12 months, they've had about 2100 contacts with companies, and that is involves about 660 different companies, but it's a question of research and focusing, having a passion for what's going on in com
a fox business exclusive from dallas, texas, and, don, nice to see you. happy new year. i wanted people to know why to listen to you. you're hodges small cap fund, one year performance up 21%, over three years, up 19%, five years, up 11%. i like the returns. how do you do it? what's the picture here on your tricks? >> oh, i think our secret is just concentrating on companies. there's all sorts of information in the marketplace about what the market's going to do or what's going on in...
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Jan 28, 2013
01/13
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and at south texas money management, we require our growth companies to have accelerating revenues. and yahoo does not meet that criteria. >> jeannie where is the accelerating revenue stories? where are they, rather. >> tdc is a big data company that has topline growth of about 17% and bottom line growth of about 15%. and we think that company will have the wind at its back for the next three years. that's the name we like. >> all right. and this broader market, i think you all make really good points in what's fueling things. but michael do you think 2013 is going to mimic what we've seen in january? can this continue? >> for the last couple years in a row we've had robust equity performance. in the beginning of the year only to peter out towards the middle and end of the year. at the moment i'm not sure i see anything different. a lot of revenue and cash was earned due to taxes coming up. so people front loaded earnings, cash money, liquidity that were currently enjoying. but i'm not quite sure we didn't steal from this year and as the year wears on whether that's going to be an i
and at south texas money management, we require our growth companies to have accelerating revenues. and yahoo does not meet that criteria. >> jeannie where is the accelerating revenue stories? where are they, rather. >> tdc is a big data company that has topline growth of about 17% and bottom line growth of about 15%. and we think that company will have the wind at its back for the next three years. that's the name we like. >> all right. and this broader market, i think you...
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Jan 22, 2013
01/13
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cheryl: texas-based company, if you will. peter andersen, great picks, obviously. we'll see you very soon. thank you. >> you're welcome. cheryl e cheryl well, can you name the only insurer on the dow? if not, you're going to wish that you could, it's one of the dow's biggest gainers today. find out if you got the right answer after this. take your bets now as we go to break. ♪ ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help you solve it. at legalzoom, we've created a better place to handle your legal needs. maybe you have questions about incorporating a business you'd like to start. or questions about protecting your family with a will or living trust. and you'd like to find the right attorney to help guide you along, answer any questions and offer advice. with an "a" rating from the better business bureau legalzoom helps you get personalized and affor
cheryl: texas-based company, if you will. peter andersen, great picks, obviously. we'll see you very soon. thank you. >> you're welcome. cheryl e cheryl well, can you name the only insurer on the dow? if not, you're going to wish that you could, it's one of the dow's biggest gainers today. find out if you got the right answer after this. take your bets now as we go to break. ♪ ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud?...
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Jan 25, 2013
01/13
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bring the chairman and the ceo, david zalman, he joins me now in a fox business exclusive from houston, texas. the quarterly report, you beat on the top and bottom lines. what's going on here? >> it's a good question, cheryl. this has been the best year that we ever had. we had net earnings of 169 million compared to 141 million last year, about an 18% increase. our assets grew 49%, so loans grew. our deposits, 44% increase in that. we had a lot of growth, probably the best year we ever had. earnings per share were $3.23 compared to 3.01 last year, about 7.3% increase. it's the best year we ever had really. cheryl: what do you make of this? i mean, do you think that the street is misunderstanding something? is there something in the filing that they're reading wrong? tell me. >> no. you know, our stock is probably held up better than a lot of our competitors over the years. if you look at what we trade at as a percentage to tangible book, we probably trade at a higher premium than anybody else. when you look at our -- what we trade at to earnings per share, we're probably a good stock especia
bring the chairman and the ceo, david zalman, he joins me now in a fox business exclusive from houston, texas. the quarterly report, you beat on the top and bottom lines. what's going on here? >> it's a good question, cheryl. this has been the best year that we ever had. we had net earnings of 169 million compared to 141 million last year, about an 18% increase. our assets grew 49%, so loans grew. our deposits, 44% increase in that. we had a lot of growth, probably the best year we ever...
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Jan 18, 2013
01/13
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taiwan semi, texas instruments, micron didn't do well. talking about raising the debt ceiling. look what it did to the vix, to the downside and for the week, maria, the important things is all the moves into cyclical names. energy and industrial stocks all moving. back to you. >> thanks, bob. a lot more coming up on this jam-packed edition of the "closing bell." 80 companies will post earnings next week. despite the shorter week, a lot of them big-name technology companies. a panel of market pros will tell us how they expect this to drive the market and later, asleep at the wheel. the fed releasing transcripts from emergency meetings in 2007 as the crisis was just beginning, and, boy, did they miss the big picture. the story coming up. also ahead. holy car auction! the batmobile from the popular 1960s tv series hits the black this weekend. our robert frank on the lowdown with how high the bidding could go. which batmobile would you buy right now? we'll reveal the most popular coming up. i'd say you've got to go with adam west or michael keaton, my two favorites. what is your fa
taiwan semi, texas instruments, micron didn't do well. talking about raising the debt ceiling. look what it did to the vix, to the downside and for the week, maria, the important things is all the moves into cyclical names. energy and industrial stocks all moving. back to you. >> thanks, bob. a lot more coming up on this jam-packed edition of the "closing bell." 80 companies will post earnings next week. despite the shorter week, a lot of them big-name technology companies. a...